+138.6%
NOK vs NVO
+143.1%
-4.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -2.1% | +6.9% | +5.1% |
| 7D | +11.0% | -7.6% | +18.5% | +12.2% |
| 30D | +7.8% | -6.0% | +13.8% | +8.7% |
| 3M | -21.0% | -0.8% | -20.2% | -21.5% |
| 6M | +40.9% | +16.5% | +24.4% | +35.7% |
| YTD | +72.0% | -11.1% | +83.1% | +71.9% |
| 1Y | +140.9% | -16.7% | +157.6% | +142.4% |
| 3Y | +194.3% | -52.9% | +247.2% | +220.6% |
| 5Y | +112.5% | -3.0% | +115.5% | +85.5% |
| All | +138.6% | +143.1% | -4.5% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded NVO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling